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Marsh & McLennan
MMC

Overview Fund Activity

906 hedge funds and large institutions have $47.8B invested in Marsh & McLennan in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 324 increasing their positions, 319 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
+29
Holders Change %
+3.31%
% of All Funds
18.62%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
106
Increased
324
Reduced
319
Closed
68
Calls
$57.1M
Puts
$62.6M
Net Calls
-$5.49M
Net Calls Change
+$10.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.68B
2
Lazard Asset Management
2
Lazard Asset Management
New York
$347M
3
Capital World Investors
3
Capital World Investors
California
$1.78B
4
Capital International Investors
4
Capital International Investors
California
$2.33B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$201M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.78B
2
BlackRock
2
BlackRock
New York
$4.36B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.31B
4
APG Asset Management
4
APG Asset Management
Netherlands
$57.1M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
876
Oakworth Capital
Alabama
$6K – – –
SIC
877
Salem Investment Counselors
North Carolina
$6K – – –
CFGS
878
Concourse Financial Group Securities
Alabama
$6K +$3.72K +36 +164%
LWM
879
Liberty Wealth Management
California
$5K – – –
FMP
880
Financial Management Professionals
Texas
$5K +$5K +44 New
PP
881
Pacifica Partners
Canada
$5K +$5K +45 New
CHA
882
Carmichael Hill & Associates
Maryland
$4K -$900 -9 -18%
MFT
883
Moisand Fitzgerald Tamayo
Florida
$4K – – –
WCG
884
Weaver Consulting Group
California
$4K +$4K +33 New
AWM
885
Apollon Wealth Management
South Carolina
$4K +$4K +35 New
EWP
886
Engrave Wealth Partners
Texas
$4K +$4K +44 New
LWANC
887
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K -$3K -30 -50%
HIM
888
Hillsdale Investment Management
Ontario, Canada
$3K -$1.2K -10 -29%
AP
889
Arlington Partners
Alabama
$3K – – –
OAJ
890
Ogorek Anthony Joseph
New York
$3K – – –
IWP
891
IAG Wealth Partners
Wisconsin
$3K – – –
WAMC
892
Western Asset Management Company
California
$3K +$913 +7 +44%
AIM
893
Anchor Investment Management
South Carolina
$2.26K – – –
UFF
894
USA Financial Formulas
Michigan
$2K -$1.25M -13,133 -100%
NC
895
NewSquare Capital
Pennsylvania
$2K -$15.7K -118 -89%
CFB
896
Cullen/Frost Bankers
Texas
$2K – – –
LFG
897
LifePlan Financial Group
Ohio
$2K – – –
GWMIA
898
Global Wealth Management Investment Advisory
Florida
$2K – – –
BWM
899
Baystate Wealth Management
Massachusetts
$1K -$46.8K -468 -98%
ETC
900
Exchange Traded Concepts
Oklahoma
$1K -$500 -4 -33%
34 35
36
37 38